Advicers.The community for financial advisors who care about their techJoin · $29/mo →
RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Gratus Wealth Advisors LLC (swap one in):+ Wellfull $866.4M · Harleysville, PA+ Canton Hathaway LLC $866.1M · Providence, RI+ Factor Wealth Management $781M · Chicago, IL+ New Vernon Wealth Management LLC $781M · Highland Park, IL
Virginia Beach, VA
Athens, GA
Assets under management$822.2M$865.6M$864.9M
Asset growth, last 2 years+39%−52%+24%
Advisory staff657
Individual clients43162933
Assets per client$1.9M$14M$927K
Clients per advisor7212133
Main custodianSchwabPershingRaymond James
Filing with the SEC since202320222012 or earlier
Tools in their stack31–
People on Advicer.bio637

From each firm's latest Form ADV (Sep 2026, Aug 2026, Apr 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolGratus Wealth Advisors LLCHampshire Family OfficeCarson Advisory Group
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Gratus Wealth Advisors LLC: Schwab · Hampshire Family Office: Pershing · Carson Advisory Group: Raymond James